Garden State Investment Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Garden State Investment Advisory Services’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,683	Closed	-$270K	–	325
2025 Q1	$270K	Hold	10,683	–	–	0.09%	197
2024 Q4	$269K	Sell	10,683 -8,744	-45%	-$222K	0.08%	204
2024 Q3	$498K	Hold	19,427	–	–	0.16%	116
2024 Q2	$486K	Sell	19,427 -15,567	-44%	-$390K	0.17%	116
2024 Q1	$884K	Sell	34,994 -1	-0%	-$25	0.32%	65
2023 Q4	$896K	Sell	34,995 -3,529	-9%	-$87.7K	0.36%	58
2023 Q3	$940K	Buy	38,524 +4,693	+14%	+$117K	0.43%	51
2023 Q2	$851K	Buy	33,831 +14,698	+77%	+$372K	0.33%	60
2023 Q1	$490K	Buy	19,133 +61	+0.3%	+$1.55K	0.21%	91
2022 Q4	$479K	Buy	+19,072	New	+$471K	0.28%	80

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Garden State Investment Advisory Services's IBMQ Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2025, closing a stake of 10,683 shares — an estimated $270K sold.

Garden State Investment Advisory Services first reported a position in IBMQ in Q4 2022 and held it in 10 quarters. The position peaked at $940K in Q3 2023. 155 funds tracked by Wall St. Rank hold IBMQ as of Q2 2025.

Garden State Investment Advisory Services reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 10,683 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2025, an estimated $270K.
Garden State Investment Advisory Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Garden State Investment Advisory Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $940K in Q3 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.